Yandex Cloud financial report for 2025

Yandex Cloud evolution

Today, Yandex Cloud is a platform for building and developing IT products that leverages Yandex technologies and expertise. This platform includes over 75 services and supports three deployment options: through public cloud, on-premises, and hybrid mode. In 2026, we refreshed our logo and visual identity. This redesign shows our evolution, from a suite of cloud services to a universal platform for building IT products.

Our core priorities are AI, information security, data platform, and infrastructure solutions that provide the foundation for a sustainable technology ecosystem. These are the areas where we are expanding our product portfolio and increasing investment to meet market demand.

Yandex Cloud as part of the Yandex B2B Tech business group

Yandex Cloud is part of the Yandex B2B Tech business group that encompasses key technology solutions for businesses. Apart from Yandex Cloud, it includes Yandex 360, a virtual office with collaboration features, and some other services.

In 2025, Yandex B2B Tech revenue grew by 48% to ₽48.2B, while adjusted EBITDA surged 141% to ₽9.4 B, which means high profitability and business resilience. This growth is significantly higher (1.9x) than the overall business IT solution market in Russia.

As per the View of Software report by Apple Hills Digital and Yandex B2B Tech, the Russian software market volume amounted to ₽808B. This growth was driven by the rapid expansion of local players coupled with shifting market demand. The market is becoming more fragmented but remains highly dynamic. By 2030, it may grow further by over 100%, amounting to ₽1.7T.

Yandex Cloud keeps growing: Revenue in 2025 reached ₽27.6B

In 2025, Yandex Cloud revenue amounted to ₽27.6B, which is 39% higher than in 2024, and 3.5x more than in 2022. For four years running, Yandex Cloud has remained EBITDA-positive, confirming its consistent profitability and stable growth. Notably, 93% of revenue is generated by external customers, highlighting the strong market demand for our services.

Key growth drivers in 2025 included high demand for AI-powered technologies, cybersecurity products, and data platform solutions, alongside robust expansion of our on-premise business.

Yandex Cloud: Steady customer growth

In 2025, the number of Yandex Cloud customers increased by 17% and reached 51,000. 84% of revenue comes from mid-sized and large businesses, which means a large number of enterprise users.

Banking, fintech, retail, IT, and telecom continue to drive the highest cloud service consumption.

A good example is OTP Bank’s case: with Yandex B2B Tech’s neural networks, analyzing customer requests is now 30 times faster. Over a week alone, Yandex SpeechSense processed 29,000 conversations: a workload that would take three employees a month to process manually.

According to Cloud Technologies: Trends and Prospects, a study by Yakov and Partners and Yandex B2B Tech, cloud adoption in digital industries generates an EBITDA uplift of over 5%, confirming the cloud’s role as a foundation for sustainable business growth.

Yandex Cloud: Comprehensive suite of business solutions

The IaaS segment still generates a substantial part of Yandex Cloud’s revenue, 52%, while PaaS, including data, containerization, ML, and security solutions, acounts for 42%. The strategic areas, such as AI and InfoSec, nearly doubled their share over the year, reaching 9% of the overall revenue.

Yandex Cloud: Expanding on-premise options

Developing on-premise solutions is still one of Yandex Cloud’s top priorities. By now, such services generate 3.4% of the overall revenue. We are actively using our partner channel to promote them.

In 2025, we announced Yandex Cloud Stackland, a comprehensive infrastructure solution for managing AI loads and microservice apps on-premises.

Our products optimized for on-premise use include:

• AI: Yandex AI Studio, Yandex SpeechSense.
• Data platforms and managed services: Yandex DataLens, YDB, YTSaurus, and more.
• Infrastructure services: S3 storage.
• Information security solutions: SWS to protect external web apps.

Yandex Cloud’s AI services: Outpacing the market

Yandex AI Studio includes all our enterprise AI services. In 2025, its revenue nearly doubled, reaching ₽2B. This significantly outperforms the overall Russian AI market, which, as Yandex B2B Tech and Apple Hills Digital report, increased by 33%.

API token usage increased 7x to 234B, with over 150B accounted for in Q4. Monthly usage in December was 24 times higher than in January 2025, underscoring the rapid integration of AI scenarios in the enterprise segment. Additionally, over 200 unique AI agents are deployed daily, while Yandex SpeechKit synthesized over 185M minutes of speech.

Key product development milestones:

• We introduced our new Yandex AI Studio. You can now create no-code AI agents based on the existing generative models in the cloud. This will allow businesses to launch unique AI solutions in a matter of hours, without any coding experience.

• We launched AI Search, a web search technology for AI agents. Such AI assistants can access web and enterprise systems to retrieve the required information.

• Our model gallery now consists of 30+ generative neural networks, including those by Yandex and open-source ones.

• We were the first in Russia to offer access to Realtime API. With this tool, businesses can build voice agents based on real-time generative models. Realtime API powers neural networks to respond to customer queries in under 1 second.

• We launched Brand Voice Lite, the first high-speed speech synthesis service in Russia. Now, you only need 20 to 40 minutes of audio to create a unique, custom brand voice. Use this voice to create personalized call center bots, narrate podcasts or educational content, or power unique creative projects.

25% of Yandex Cloud commercial clients use our security solutions

Over 2025, the revenue generated by the information security segment increased 2.3x compared to 2024. In 2025, one in four Yandex Cloud commercial clients used our cloud security solutions. Yandex Smart Web Security remains the growth leader, protecting web applications from external threats; in 2025, it processed over 460B requests. The fastest-growing service is Yandex Cloud Detection & Response (YCDR) that automatically detects threats, responds to incidents, and mitigates the impact of attacks. YCDR handles over 103B events daily.

Partnering with SolidSoft, one of Russia’s largest developers of firewalls for web apps, was an important milestone. This partnership will bring the SolidWall WAF capacities and Yandex Smart Web Security together to deliver comprehensive protection.

Key product development milestones:

• We launched SOC as Yandex Cloud Detection and Response, where the same Security Operations Center analysts who protect our own infrastructure now provide security for external clients. It is now actively used to monitor threats and respond to incidents in various domains, such as manufacturing, finance, retail, IT, and digital.

• We launched Yandex Identity Hub, a cloud service for managing user accounts and access to enterprise resources in a centralized way.

• We are working on Security Deck, a CNAPP platform to manage the security of cloud resources, data, and apps. In particular, we develop new features and add new tools for various security scenarios on a regular basis. In 2025, we released security management modules for Kubernetes clusters and overall cloud infrastructure, as well as expanded the data protection options. Thus, DSPM is now integrated with Yandex 360 and enables scanning Yandex Disk files to find, personal, accounting, and other sensitive data.

Integrating AI into security services:

• An AI-powered assistant is now available in Yandex Security Deck to streamline cloud security, investigate alerts, and generate clear response actions to minimize incident resolution time.

• Yandex Cloud Detection and Response now leverages machine learning for ticket classification and summarization, streamlining the analyst workflow.

• Yandex Smart Web Security received the ML WAF module that enables blocking web attacks that bypass signature-based methods and protects resources from DDoS attacks and bots at the L7 layer.

Technologies to work with petabytes of data

In 2025, the revenue from the data platform services grew by 40%. Managed databases are showing strong momentum, with Yandex Managed Service for ClickHouse^® usage increasing by 58% and Yandex Managed Service for PostgreSQL, by 46%. Our platform powers enterprise-level projects with extreme data requirements, including a 2.5 PB ClickHouse^® cluster for one of our major external customers.

• We launched YTsaurus, an all-round platform to work with any amount of data. YTsaurus is available both on-premises and as a managed cloud service and can be used to analyze exabytes of enterprise data and train sophisticated ML models with billions of parameters.

• Yandex Cloud also supports well-known open-source tools. Thus, Yandex Managed Service for Trino helps you build data lakes and provides quick access to heterogeneous data sources, which enables running analytical queries in real time without prior data consolidation. Meanwhile, Yandex Managed Service for Apache Spark^™ provides distributed computing options and enables flexible environment configuration and seamless Spark^™ updates with minimum client infrastructure downtime.

• Yandex DataCatalog, a Yandex MetaData Hub component for collecting and organizing metadata, is now publicly available. It supports automatic markup and AI-powered search, as well as enables data lineage.

Additionally, we are working on Yandex’s in-house database management system, YDB, that is also available both in the cloud and on-premises. In 2025, it received vector search support, which enables working efficiently with unstructured data, such as video, audio, images, and sensor readings. Vector search is used in today’s AI and ML scenarios and constitutes an important part of architecture deployments, especially when it comes to RAG-powered systems.

Interest in data analytics and visualization tools is growing steadily, particularly among enterprise users. Over 2025, the cloud-based Yandex DataLens revenue grew tenfold compared to 2024. The number of paying customers tripled in 2025, with this upward trend gaining momentum.

Launching the on-premise version in H2 2025 became a significant driver for the business. In just six months, on-premise deployments generated revenue comparable to the cloud segment, with over 15,000 workplaces deployed within customer environments.

Over the year, Yandex DataLens introduced a few important updates:

• DataLens Editor, a tool that allows you to customize charts and tables using JavaScript; DataLens Gallery, a public dashboard and visualization library for various industries and task types; and DataLens Enterprise, the on-premise version of our BI platform.

• Neuroanalyst AI agent, a chat-based tool integrated directly into the UI, that helps analyze and visualize data. It has already seen broad adoption across 1,500+ companies, including Magnit, Lamoda, Petrovich, and Yandex Go. Neuroanalyst analyzes existing dashboard tables and charts, uncovering insights and providing natural language summaries to help you draw data-driven conclusions. This reduces the workload on analysts and accelerates business hypothesis testing by an average of 30%.

An active professional community is forming around Yandex DataLens, with the Telegram channel already having over 14,000 subscribers.

Yandex Cloud infrastructure: Scalable and reliable

The Yandex Cloud infrastructure continues to scale, delivering high reliability and flexibility for our customers. Today, Yandex Cloud hosts over 300,000 VMs, while our S3 storage holds nearly 4 exabytes of data across more than 3 trillion objects.

Over 2025, the external traffic in virtual networks doubled, while Yandex Object Storage processed 500,000 requests per second. We also increased our network infrastructure bandwidth, with public cloud channel capacity growing by 2 Tbit/s, and Cloud Interconnect capacity, by 5.8 Tbit/s.

Our infrastructure services support a wide range of use cases, including building fault-tolerant systems, deploying AI workloads, and creating hybrid architectures.

• In April, we launched Yandex BareMetal that enables renting dedicated physical servers, and significantly improved it over 2025 by:

  • Expanding the out-of-the-box server inventory, including dedicated options for high-performance computing (HPC) and AI-powered solutions.
  • Enabling integration options for cloud services and local infrastructure.
  • Introducing custom server configurations that allow you to tailor your specs directly in the management console and receive a ready-to-use server in just a few days.
  • Enhancing network security capabilities and achieving compliance certification for the highest tier of personal data protection.

• We released Yandex Cloud CDN to market; it is fully integrated into the Yandex Cloud ecosystem, and thousands of companies already use it. By late 2025, the network included 37 points of presence in Russia, with additional locations in Kazakhstan and Uzbekistan. Total bandwidth exceeded 3 Tbit/s. Following the migration from a partner platform to Yandex Cloud CDN, the traffic grew more than 3.5x.

• We implemented an autonomous data plane architecture (fail static), which allows client networks and data to remain operational even in the event of a total control plane outage.

• We launched an AI assistant for resource provisioning and management directly within the Yandex Cloud console.

• We launched the on-premise version of Object Storage, with which our S3 storage solution is available for deployment within an isolated company environment.

• We added AI features to Yandex Cloud Video: it now can generate translations and subtitles. Additionally, we added video content monetization features and company-style player customization.

Scaling SourceCraft integration within the tech sector

A key product launch of 2025 was the release of SourceCraft, a platform for IT product development, testing, building, and deployment. Today, it combines all full-cycle tools in a single interface, meeting the needs of both individual contributors and large IT teams.

• Its built-in SourceCraft Code Assistant helps reduce development time by 30%. It is available both in the browser and as a plugin for popular code editors, such as VS Code and JetBrains, and supports 30+ languages.

  • Over Q4 2025, the number of developers using SourceCraft Code Assistant doubled.
  • 60% of them use it to generate and refactor code, 15%, to design architecture, and 15% more, to search through knowledge bases.
  • Within Yandex, SourceCraft Code Assistant generate suggestions for 1.4M code lines every month.

• SourceCraft features built-in security features, such as SCA and secret scanning, augmented by AI, which analyzes vulnerabilities, assesses risks, and instantly generates secure code fixes.

• We implemented seamless CI/CD and infrastructure integration with Yandex Cloud, enabling automated application deployment without manual key configuration. Additionally, we ensured seamless project migration from other platforms, preserving all entities like PRs, issues, and branches, and providing repository mirroring.

We are also expanding SourceCraft within the educational sector, thanks to which 700 students of Yandex Summer Camps already mastered state-of-the-art development tools. Additionally, SourceCraft is being integrated into the curricula of leading technical universities, including ITMO and UrFU. Finally, it has a cloud technology grant program to support promising open-source projects.

We launched an integration with Habr, a popular developer media platform. Readers can now get AI-powered explanations of code snippets directly within articles via SourceCraft Code Assistant, while experienced developers can seamlessly switch to SourceCraft for in-depth code analysis.

Growing our partner network

Over 2025, the number of active partners reached 883, which is 1.3x more compared to 2024, while the revenue generated by the partner channel increased 1.6x YoY. Accelerated revenue growth is driven by deeper partner expertise in Yandex Cloud products and the expansion of our partner program. We collaborate with integration providers, developers, and resellers who possess certified proficiency and a proven track record of delivering Yandex Cloud-based projects.

We are placing a strategic focus on advancing AI initiatives in collaboration with our technology partners. In 2025, we signed a strategic agreement with K2Tech, launched a joint GPT lab with Jet Infosystems, partnered with Lansoft on embedding our AI services into their products, and started working on our joint AI agenda with SoL Lab.

Investing in IT community development

Yandex Cloud Boost: Supporting startups with cloud techs

Through the Yandex Cloud Boost program, we support IT startups by providing access to cloud infrastructure and our full suite of technologies. In 2025, the program awarded 336 grants totaling ₽153M, helping early-stage companies launch and scale their products. We see a strong shift toward AI initiatives within the startup ecosystem, with an increasing focus on generative AI models and applications.

Yandex Cloud’s startup support continues to grow: currently, we have over 100 partners in the startup market, including venture funds, business education programs, and tech parks. In 2025, the most active partners were Innovators Academy (Russia) and Astana Hub (Kazakhstan). Additionally, we held the Startup2B B2B competition designed to help tech companies connect with enterprise clients and launch pilot projects with industry leaders.

Educational programs: Developing cloud competences

In 2025, over 28,000 people mastered cloud competences with the Yandex Cloud education programs that are available both on our platform and on our partner websites, such as Practicum, Netology, TOP Academy, OTUS, SkillFactory, Slurm, and others. Since we started our programs, around 100,000 people completed the courses.

Over 2025, we launched 11 new public online courses on DevOps, cyber security, machine learning, and data. Users currently have access to 37 courses, with the highest demand centered on the machine learning and artificial intelligence tracks.

We are also actively expanding our certification program for those who work with Yandex Cloud services. Out of 572 users that attended the course in 2025, 30% passed the test and became certified experts. In November 2025, our program reached a major milestone: Yandex Cloud certification exams were fully aligned with the National System for Voluntary IT Certification, accredited by Rosstandart. For employers, this ensures that certified professionals possess the verified competencies required to perform real-world tasks.

In collaboration with VK Cloud and the Prosveshcheniye publishing house, we published a cloud technology textbook for high-school students.

Yandex Cloud continues supplying cloud infrastructure to over 70 Russian universities, including Moscow State University, Saint Petersburg State University, HSE, ITMO, and others. In 2025, over 10,000 students enrolled in partner university programs and courses, while another 5,000+ people participated in Yandex Cloud-supported educational events.

Over 50 scientific research projects across various fields, conducted by leading research organizations and universities, were supported by Yandex Cloud services.

Yandex also launched Yandex AI Startup Lab, an accelerator for scientific startups, where students and young researchers receive mentorship and access to cloud resources to advance their DeepTech projects.

Yandex Social Tech: Running socially important projects

Yandex Cloud is running the Social Tech initiative that drives environmental, medical, educational, and cultural projects. Its mission is to help implement initiatives that deliver tangible social impact through cutting-edge technology. When selecting projects, we focus on several key criteria: scalability, clear hypothesis, and defined timelines for achieving results.

Here are the key Social Tech projects in 2025:

• The NMRC of Oncology named after N.N. Petrov started using a Yandex AI Studio-based solution to process applications on clinical trial ethical approvals.

• In collaboration with the Saint Petersburg State Pediatric Medical University, we developed a neural network that assists doctors in assessing infant brain development during the first months of life.

• In collaboration with Far Eastern Federal University (FEFU), we developed and trained a neural network to identify the volume, mass, and types of waste; it already helped to clean 50 km of coastline across three Russian regions.

• In collaboration with the Academy of the State Fire Service, we launched the Russia’s first project where AI assists fire investigators in identifying fire causes across residential and industrial sites with greater speed and accuracy.